Compass Wealth Management’s IBM IBM Stock Holding History

Compass Wealth Management’s Portfolio IBM Stock Details IBM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$249K	Buy	1,130 +295	+35%	+$70.1K	0.05%	161
2026 Q2	$235K	Buy	+835	New	+$210K	0.04%	161
2025 Q4	–	Sell	-835	Closed	-$236K	–	107
2025 Q3	$236K	Hold	835	–	–	0.05%	142
2025 Q2	$246K	Hold	835	–	–	0.06%	141
2025 Q1	$208K	Buy	835 +5	+0.6%	+$1.22K	0.05%	148
2024 Q4	$182K	Hold	830	–	–	0.04%	157
2024 Q3	$183K	Hold	830	–	–	0.04%	161
2024 Q2	$144K	Hold	830	–	–	0.04%	178
2024 Q1	$158K	Hold	830	–	–	0.04%	171
2023 Q4	$136K	Hold	830	–	–	0.04%	174
2023 Q3	$116K	Buy	830 +352	+74%	+$50.1K	0.04%	174
2023 Q2	$64K	Sell	478 -64	-12%	-$8.26K	0.02%	224
2023 Q1	$71.1K	Buy	542 +198	+58%	+$26.5K	0.02%	211
2022 Q4	$48.5K	Buy	+344	New	+$47.5K	0.02%	236

Other funds holding IBM

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Birch Hill Investment Advisors Boston, Massachusetts $2.43B AUM 15.45% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Compass Wealth Management's IBM Position: Q3 2026 in Review

Compass Wealth Management increased its IBM (IBM) stake by 35% in Q3 2026, buying an estimated $70.1K and bringing the position to 1,130 shares worth $249K. The position accounts for 0.05% of the portfolio, ranked #161.

Compass Wealth Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since. 1,020 funds tracked by Wall St. Rank hold IBM as of Q3 2026.

Compass Wealth Management held 1,130 shares of IBM worth $249K as of Q3 2026.
Compass Wealth Management bought 295 IBM shares in Q3 2026, an estimated $70.1K.
IBM made up 0.05% of Compass Wealth Management's portfolio in Q3 2026, its #161 holding.
Compass Wealth Management first reported a position in IBM in Q4 2022 and has held it in 14 quarters since.
1,020 funds tracked by Wall St. Rank held IBM as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.